Eli Jones Email & Phone Number

Salt Lake City, Ut, Us

New York, New York, Us

New York, New York, Us

Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $3T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

New York, New York, Us

Boston, Ma, Us

Investment Advisor Representative of retail accounts until 2015 then consulted on options and investments for company-sponsored retirement accounts eg 401k, 403b & Pensions. Acted in both a Sales and Guidance capacity for investment options.

As an Accounting Intern, I actively contributed to various facets of financial management and accounting operations. During my tenure, I gained valuable experience in daily bookkeeping, payroll administration, tax filing, and the creation of essential accounting statements.